# Delegated Planning

> Delegated Planning is a state-registered investment advisory firm, registered since 2013, with no regulatory assets under management reported in its Form ADV filing dated April 17, 2026.

- CRD: 166413
- Filed as: DELEGATED PLANNING
- Legal name: Delegated Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Colorado
- Filing period: October 2026
- Form ADV filing dated: April 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/166413
- AdvisorCensus page: https://advisorcensus.com/firm/delegated-planning-166413

## Quick answers

**How is Delegated Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Delegated Planning reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Is Delegated Planning registered with the SEC or a state?**
Delegated Planning is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 166413.

**What types of clients does Delegated Planning serve?**
By number of clients on Form ADV Item 5.D: other investment advisers (50).

**Does Delegated Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/166413

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Other investment advisers | 50 | $0 |

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2013 (13 years)
- Employees: 12 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- delegatedplanning.com
- LinkedIn @delegatedplanning

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Delegated Planning (CRD 166413): Form ADV filing data as of October 2026.